CMH Wealth Management
IGV icon

CMH Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

CMH Wealth Management’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.4M Buy
88,280
+7,823
+10% +$784K 1.42% 25
2026
Q2 		$7.29M Buy
+80,457
New +$7.15M 1.11% 31

Other funds holding IGV

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Noesis Capital Mangement
Noesis Capital Mangement Boca Raton, Florida $843M AUM 33.46% 1-Year Est. Return

CMH Wealth Management's IGV Position: Q3 2026 in Review

CMH Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 9.7% in Q3 2026, buying an estimated $784K and bringing the position to 88,280 shares worth $9.4M. The position accounts for 1.42% of the portfolio, ranked #25.

CMH Wealth Management first reported a position in IGV in Q2 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • CMH Wealth Management held 88,280 shares of iShares Expanded Tech-Software Sector ETF worth $9.4M as of Q3 2026.
  • CMH Wealth Management bought 7,823 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $784K.
  • iShares Expanded Tech-Software Sector ETF made up 1.42% of CMH Wealth Management's portfolio in Q3 2026, its #25 holding.
  • CMH Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.